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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello, just got my income tax refund back and need to buy the above companies to bring up to allocated levels in BE portfolio. Can you please identify if any of them are particularly good or strong buys at this point...or would you suggest putting more or less equal amts of money into a number of them? I note that all are at or close to new highs. Still buyable? Thank you for your excellent services!!
Read Answer Asked by jeff on May 03, 2023
Q: I have been fortunate to own the above names, some for not as long as I wish I did. When you look at their 10 year charts they are impressive. Can I ask you to list a few more Canadian and perhaps several U.S. stocks that maybe also pay a small dividend but that you consider must own names for long term growth? (I do own BN as well). Thank you as always.
Read Answer Asked by Stephen R. on May 02, 2023
Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.

Thank again for your great services.

Yves
Read Answer Asked by Yves on April 21, 2023
Q: There has been some action lately in some of your usual top picks like GSY, BN, NVEI, etc. I'm planning to deploy some cash soon when I see a decent red day. With all the recent changes, what are your top 3 highest conviction names in order, now that you would deploy money to? Thx
Read Answer Asked by Adam on April 19, 2023
Q: Have a couple of stocks in LSPD and SNAP that have performed poorly over the last year. Was thinking about replacing with Lumine Group and AEHR. Do you think a trade like this would make sense. Would there be other stocks that have high upside that you would also consider? Thank you
Read Answer Asked by Stephen on April 18, 2023
Q: Now we know we are near the end of J Powell's hikes in Interest Rates as Inflation is dropping should I start building my equity Holdings?

If so can you give me three names in Canada & USA Thanks a lot RAK
Read Answer Asked by bob on April 14, 2023
Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
Read Answer Asked by Tamara on April 13, 2023
Q: Hi,

I trust that you are well.


I have the unflattering distinction of having been in the markets for at least twenty years and I have missed every fortune-making opportunity during that time. Examples: railways, Amazon, Google, Apple, cannabis, crypto (to a lesser extent), Microsoft, Berkshire, Canadian banks, telecoms, Shopify, CSU and anything else that had a great run (and continues to have a great run). You name it, I missed it.

It would be refreshing to bring this proto-Maple-Leafean losing streak to an end. So,
perhaps you could suggest some industries that are going to be big. Perhaps you could suggest some young Microsofts or the like living amongst us.

Also, would you comment on FLT.V? Do you this company is worth taking a flyer on?
Do you think the drone delivery industry is going to take off? I don't even need it to really take off. I just need there to be at least one gust of retail enthusiasm to keep industry valuations aloft for a bit.

I saw Mark Rober video about drone usage in an African country. He seems to think it is a very effective delivery method.

I am going to make an executive decision here, and ask all 5i staff to drop everything and dig deep into this industry and provide a report which: 1) estimates the likelihood of drone delivery being the next big thing 2) suggest some names to invest in.

Yours kindly,
David

Read Answer Asked by D on April 13, 2023
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